Atria Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atria Wealth Solutions’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.9M	Sell	88,420 -175,316	-66%	-$18.5M	0.22%	102
2025 Q1	$26.4M	Sell	263,736 -172,832	-40%	-$17.6M	0.32%	62
2024 Q4	$42.3M	Buy	436,568 +67,247	+18%	+$6.83M	0.46%	35
2024 Q3	$39.8M	Sell	369,321 -9,613	-3%	-$997K	0.43%	36
2024 Q2	$38.8M	Buy	378,934 +119,028	+46%	+$12.2M	0.43%	36
2024 Q1	$27M	Buy	259,906 +19,134	+8%	+$1.9M	0.3%	61
2023 Q4	$23.3M	Sell	240,772 -99,806	-29%	-$8.94M	0.29%	67
2023 Q3	$29.4M	Sell	340,578 -50,744	-13%	-$4.68M	0.41%	44
2023 Q2	$37.3M	Buy	391,322 +5,923	+2%	+$563K	0.51%	27
2023 Q1	$36.1M	Buy	385,399 +117,749	+44%	+$10.6M	0.53%	25
2022 Q4	$22.4M	Sell	267,650 -17,627	-6%	-$1.43M	0.36%	60
2022 Q3	$20.7M	Buy	285,277 +100,429	+54%	+$8.19M	0.36%	53
2022 Q2	$14.9M	Buy	184,848 +5,471	+3%	+$475K	0.28%	78
2022 Q1	$17.3M	Buy	+179,377	New	+$17.6M	0.29%	73

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Atria Wealth Solutions's EFG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 66% in Q2 2025, selling an estimated $18.5M and leaving 88,420 shares worth $9.9M. The position accounts for 0.22% of the portfolio, ranked #102.

Atria Wealth Solutions first reported a position in EFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $42.3M in Q4 2024. 990 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Atria Wealth Solutions held 88,420 shares of iShares MSCI EAFE Growth ETF worth $9.9M as of Q2 2025.
Atria Wealth Solutions sold 175,316 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $18.5M.
iShares MSCI EAFE Growth ETF made up 0.22% of Atria Wealth Solutions's portfolio in Q2 2025, its #102 holding.
Atria Wealth Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares MSCI EAFE Growth ETF position peaked at $42.3M in Q4 2024.
990 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.